Patrick Venegas
Client Services Associate at Beacon Pointe
Based in Dallas-Fort Worth, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Dallas-Fort Worth
Industry
Financial Services
Company size
690
Contact information
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p•••••••@beaconpointe.com
Phone
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Background
About Patrick Venegas
Client obsessed driven individual with a past of 14 years in banking / wealth management / financial services. Working with affluent clients and advisors, both client facing and in back-office settings while working independently and collaboratively with team members. Throughout my career I have been recognized and awarded for my work in Sales, Operations and Quality Assurance.
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